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Choose a Trigger
Choose an Action
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CharityEngine
CharityEngine
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
CharityEngine
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contacts" from CharityEngine.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
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Zapier seamlessly connects CharityEngine and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contacts
Triggers when a new contact is created.
Try ItTriggerPolling - NameRequired
- TypeRequired
- StatusRequired
- Location
- Start DateRequired
- End Date
- Description
- Coordinator Contact Id
- Coordinator Contact First Name
- Coordinator Contact Last Name
- Coordinator Contact Phone Number
- Coordinator Contact Email Address
- Participating Contact Id
- Participating Contact First Name
- Participating Contact Last Name
- Participating Contact Phone Number
- Participating Contact Email Address
- Assigned Contact Id
- Assigned Contact First Name
- Assigned Contact Last Name
- Assigned Contact Phone Number
- Assigned Contact Email Address
ActionWrite- Note
- Additional properties to retrieve
Try ItTriggerPolling- Object TypeRequired
- Properties to Retrieve
Try ItTriggerPolling
- Minimum AmountRequired
Try ItTriggerPolling- Payment ConfirmedRequired
- Date
- Payment MethodRequired
- Amount
- Tax-Deductible Amount
- Description
- Check Number
- Check Date
- ECheck Type
- Contact Type
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Contact Email Address
- Contact Address Street 1
- Contact Address Street 2
- Contact Address City
- Contact Address State/Province
- Contact Address Postal Code
- Contact Address Country
- Billing Address Street 1
- Billing Address Street 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Invoice Id
- Sustainer Id
- Pledge Id
- Membership Id
- Category Id
- Category NameRequired
- Response Channel Id
- Response Channel Name
- Initiative Id
- Initiative Name
- Initiative Audience Segment Id
- General Ledger Code Id
- General Ledger Code Name
- Fund Id
- Fund Name
- Tribute Id
- Tribute Name
- Event Id
- Event Name
- Custom Code 1
- Custom Code 2
- Custom Code 3
- Custom Code 4
- Custom Code 5
- Custom Code 6
- Custom Code 7
- Custom Code 8
- Donor Comment
ActionWrite- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
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Connect CharityEngine and HubSpot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate HubSpot on the Zapier blog
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